portfolio management
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Hitesh C. Patel, Ph.D.
Managing Director, Structured Equity
- Industry Experience: 18 years
- B.S., University of Gujarat
- M.S., Bombay University
- Ph.D., University of Illinois, Chicago
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Hitesh is a member of the Leadership Team and directs the Structured Equity team which focuses on small cap core, growth and value strategies. Prior to joining the firm or its predecessor in 2005, he served as director of quantitative research at Harris Investment Management. He has over 20 years of quantitative research and portfolio management experience. Hitesh received his B.S. in pharmacy from University of Gujarat, M.S. in pharmaceutical chemistry from Bombay University and his Ph.D. in medicinal chemistry from University of Illinois at Chicago.
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Chen Chen, Ph.D.
Senior Analyst, Structured Equity
- Industry Experience: 6 years
- B.S., Nanjing University
- M.S., Fudan University
- Ph.D., University of Illinois, Chicago
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Chen is a senior analyst on the Structured Equity team in Chicago. Prior to joining the firm or its predecessor in 2005, Chen was a research assistant with the Department of Information and Decision Sciences of the University of Illinois at Chicago. At Chicago, her work included microstructure market model estimation utilizing Sequential Monte Carlo method and index portfolio construction with statistically smoothed capitalization weights. Chen holds a B.S. in mathematics from Nanjing University, an M.S. in econometrics from Fudan University, and a Ph.D. in business statistics from the University of Illinois in Chicago.
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Quick Stats |
as of 12/31/2011 |
| Inception |
7/10/1998 |
| Ticker |
PSXIX |
| CUSIP |
69351J702 |
| Net Assets |
$87,811,403 |
Morningstar StyleLarge Blend |
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Daily Price
as of 2/3/12
| NAV |
POP |
Chg ($) |
Chg (%) |
| $10.70 |
$10.70 |
$0.16 |
1.50% |
Risk/Reward Chart
Performance quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than that shown here.
1As of most recent month-end. The Morningstar Style Box reveals the Fund’s investment strategy. For fixed-income funds, the vertical axis shows the average credit quality of the bonds owned and the horizontal axis shows interest-rate sensitivity as measured by a bond’s duration (short, intermediate or long). Credit quality ratings are subject to change. For more complete information about how fixed income style boxes are categorized, please click here to view the Morningstar.com style box analysis.